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 The History and Development of NomographyThose of us who enjoy our expeditions through the lost world of nomography quickly discover that many original sources that are still considered masterpieces in the field have never been translated into English. In my case this is a serious handicap, and I find myself struggling through the texts trying to understand the rationale behind the beautiful nomograms I see on the printed page. Nomography and its predecessors were invented in France and only later spread to such places as Germany, the U.S, Britain, Russia and Poland. Today it seems to me that most research appears in Czech journals. In addition to the language difficulties, many of the original sources are in obscure, hard-to-find journals.

In 1982 H.A. Evesham produced his doctoral thesis, a review of the important discoveries in nomography. It is often cited in other works, but unless you know someone who knows someone, it is very difficult to find—I have never been able to locate a copy. However, just recently Mr. Evesham’s thesis has been professionally typeset and released as a book (click here or here) by Docent Press under the aegis of Scott Guthery. If you have an interest in the theoretical aspects of nomography beyond the basic construction techniques of most books and of my earlier essays, you will appreciate this book as much as I do. Mr. Evesham does a wonderful job of weaving mathematical discoveries in nomography from many contributors into a readable but scholarly work.

This is a book about the theory of nomography—there are mathematical derivations and sketches of the corresponding scale curves, but few finished nomograms. The mathematics presented here are tools that can be extremely useful in designing your own nomograms, and in fact the nomograms presented in this review were made by me using Leif Roschier’s PyNomo software. (If you haven’t read anything about nomograms yet, please see this essay or this article.)

Two major threads in the history of nomography are existence criteria and anamorphosis. Existence criteria can tell you if the equation you are interested in can be represented as a nomogram (i.e., can be expressed as a determinant equation in standard nomographic form). It provides guidance in algebraically converting your equation to one of the canonical forms that have matching nomographic forms. This process generally involves derivatives, so some basic knowledge of how to take a derivative or find an integral (or simply a book of tables of these) is needed to really test your equation. Anamorphosis is the process of manipulating your equation into different forms of nomograms, say from three parallel scales to one curve containing two scales and one line, or even a single curve along which all three scales lie. It is more than simple geometric transformations or projections.

A brief overview of the history of nomography is given in a later paper by Evesham; the thesis, of course, goes into much greater mathematical detail. Evesham first describes the work of Leon Lalanne, who in 1843 adjusted the x and y axis scaling on a Cartesian plot to morph the curves for the equation xy = k into straight lines. In the process he created the first log-log plot in history and ultimately produced his “Universal Calculator” graphical computer seen on the cover of Evesham’s book. I have been meaning to write an essay on this calculator for some time. Lalanne is the one who termed this process anamorphosis.

The road from Lalanne to d’Ocagne’s invention of nomography strikes me as a strange one, a slow trip until 1867, and then an explosion of ideas in the 1880s. The event in 1867 was Paul de Saint-Robert’s presentation of his test to determine if an equation can be represented by two fixed scales and a sliding scale (like a special slide rule). This is equivalent to the three parallel scales of d’Ocagne’s later nomogram for simple addition of three functions. In other words, we are interested in whether an equation in the form F(x,y,z) = 0 can be rewritten in the form Z(z) = X(x) + Y(y). The Saint-Robert criterion says this is possible if

Saint-Robert's Criterion

where the partial derivative ∂F/∂x is the derivative of F with respect to x assuming all other variables are constants, and ∂F/∂y is the derivative of F with respect to y assuming all other variables are constants. To find ∂2 ln R / ∂x∂y, we find the partial derivative of ln R with respect to x and then we find the partial derivative of the result with respect to y.

Let’s see if this works. Say we want to create a nomogram for the equation z = ax + by + cxy + d, or F(x,y,z) = –z + ax + by + cxy + d = 0. I created a nomogram last summer for this equation for an upcoming blog essay on nomograms to model 2-, 3- and 4-factor linear equations in Design of Experiments (DOE) methodology; this equation is the general form for a weighted, linear 2-factor equation. Can we draw it as three parallel scales in x, y and z? Here,

Saint-Robert Criterion

So yes, we find that we can create a simple addition nomogram of three parallel scales as Z(z) = X(x) + Y(y). Saint-Robert also provides a way of finding the functions X(x), Y(y) and Z(z) to plot on the scales:

Finding the Form Z(z) = X(x) + Y(y)

which in the logarithmic form is the correct addition form for the parallel-scale nomogram, where the functions on the z, x and y scales are given by the corresponding terms Z(z), X(x) and Y(y). This nomogram is shown below for the specific equation z = 5x + 10y + 2xy. The sample isopleth (index line) demonstrates the graphical calculation of z=150 when x=2 and y=10. Click on this figure and all figures in this essay for full-resolution versions.

 Parallel Scale Nomogram for a 2-Factor DOE Equation

So you might say, well, I could have figured out that z = ax + by + cxy + d can be written as z – d – ab/c = (cx + b) (y + a/c) without going through all this. In my case, I didn’t realize it was generally possible when I was creating the nomogram, and it took some painful transformations of the nomogram I originally created to arrive at this parallel-scale form. Only then did I think to algebraically derive it. Doh!

Saint-Robert’s criterion is also useful for more complicated equations for which it is difficult to determine if a simple addition form exists. For example, an equation of the form

Example Equation 2

can be cast as

Linear Form of Example Equation 2

In fact, the variables x, y and z can be replaced here by any function f1(x), f2(y) and f3(z) and this formulation holds. I’ve written out the complete derivation for this example using Saint-Robert’s criterion that you can find here.

Evesham also describes two different criteria by Massau and Lecornu for expressing F(x,y,z) = 0 in the form Z1(z)X(x) + Z2(z)Y(y) = 1, which is equivalent to the general form Z1(z)X(x) + Z2(z)Y(y) + Z3(z) = 0 after division by Z3(z).

Evesham continues his presentation by discussing the important existence theorems of Grönwall, Kellogg and Džems-Levi. Ultimately he points to Warmus’ publication Nomographic Functions in 1959 as the first comprehensive treatment of existence criteria for functions of three variables. Warmus uses exhausting algebraic techniques based on classifications of equations to either find the determinant elements or show that it is not possible. Thank goodness it’s written in English despite being published in Rozpravy Matematyczne. I have this little book, but it’s one that I have no plans to read through until I really need to.

An overview of d’Ocagne’s Traitè de Nomographie of 1899 (found at Google Books and as modern facsimiles 1 and 2 on Amazon) is provided. This is followed by a detailed look at J. Clark’s nomographic discoveries. I found this particularly exciting, as d’Ocagne, Soreau and others include Clark’s nomograms in their books and they discuss his methods of anamorphosis, but I had never found any book authored by Clark. In fact, I learned that Clark instead authored in 1907-1908 a series of articles on nomography in a French mechanical engineering journal, which to my surprise I subsequently found digitized at Google Books (see pages 321-335 and 575-585 of here and pages 238-263 and 451-472 of here).

Let’s take a look at some of Clark’s ideas discussed in Evesham’s book. We’ll use an equation that Clark used, the addition formula for the tangent function:

Tangent Addition Formula

As Soreau points out, this can actually be drawn as a basic parallel scale addition nomogram. In one approach that I can only call inspired, you first create a nomogram for (a+b) = a + b, which for a parallel-scale nomogram consists of identical linear scales for a and b and a linear scale for (a+b) with half the spacing of the other scales and located exactly between them. Then you just plot the tangent of each value on the other side of the scales, and (voila!) you have an addition nomogram for the tangent function. A straightedge (isopleth) placed across the values on the tan a and tan b scales will cross the corresponding value on the tan (a+b) scale.

Parallel Scale Nomogram for Tangent Addition

Clark looked at what nomographic forms are possible with given orders of equations. One of his results is that an equation in the form f1f2A3 + (f1 + f2)B3 + C3 = 0 can be represented by the following general determinant equation:

Determinant Equation 1

where A3, B3 and C3 are functions of the third variable. If you actually multiply out the determinant you will get the equation (f2 - f1)[f1f2A3 + (f1 + f2)B3 + C3] = 0 which satisfies the original equation but consists of an extra factor (f2 - f1). More on that later!

With the substitution f1 = tan a, f2 = tan b and f3 = tan(a+b), the tangent addition formula can be written as

f3 = (f1 + f2) / (1 – f1f2)     or      f1f2f3 + f1 + f2 – f3 = 0

If we match this to Clark’s form above, we find that A3 = f3, B3 = 1 and C3 = -f3 so the determinant equation is of the form

Determinant Equation 2

And dividing the third row by f3 we arrive at the standard nomographic form:

Determinant Equation 3

When a nomogram is in this standard form, the first two columns are the x and y functions for the scales for each variable, so you can see that the scale for tan a lies on a parabola (since x = tan a and y = tan2a means that y = x2), and the tan b scale lies on exactly the same curve. The tan(a+b) scale lies on the line y = -1. A straightedge (isopleth) is placed across the value of tan a and the value of tan b on the parabola, and tan(a+b) will be the value crossed on the linear scale.

 Parabola Scale Nomogram for Tangent Addition

Clark calls this a conical nomogram, and it’s very interesting that two of the three scales lie on the same curve, although if f1 and f2 are not the same function the scale labels will be different (and therefore usually printed on opposite sides of the curve). Evesham provides examples for the equation f1 + f2 = f3 and f1f2 = f3 expressed in Clark’s form.

Evesham also mentions that a homographic transformation can always transform this parabola into another conic such as a circle. A circle is far easier to draw by hand, and I think it provides a very striking nomogram. Evesham does not explain how this is done. I had in fact converted a hyperbolic scale to a circle previously in my nomography essays but it was a multi-step process, so I went to Clark’s original articles on Google Books and found his method for doing this transformation (on page 262 here).

For Clark’s general determinant equation given above, a circle will result if the elements of the determinant are replaced with the functions below:

Determinant Equation 8

(Note that Clark uses columns 2 and 3 in his articles for the x- and y-elements, but I’ve moved them to the more standard columns 1 and 2 in the determinant above.)

We can choose the angle α, and in fact this positions the opening of the parabola on the circle. We can’t choose α = 0 here because sin α = 0 and so the y-elements are 0. If we choose α= 45° we get the nomogram below, where the opening is at this 45° angle:

Circular Form for Tangent Addition (45 degrees)

The circular scale is compressed asymmetrically, but if we get the figure below if we choose α = 89.99° (we can’t choose 90° or the row 3, column 3 element is 0 since A3 = -C3 and we can’t divide that row by any number to get the determinant in standard form):

Circular Form for Tangent Addition (~90 degrees)

The thing that Clark did that is most astonishing to me is to find a way to generalize his equation form and provide a means of getting all three scales to lie along a single curve! Clark deduced that the extraneous factor (f1 - f2) in the determinant for the conical determinant is responsible for aligning two of the three scales (f1 and f2 here but we can use any two of the variables) on a common curve, so he searched for a factor that would align all three scales. For an equation in the general form

f1f2f3 + A(f1f2 + f2f3 + f1f3) + B(f1 + f2 + f3) + C = 0           (1)

he found that the extraneous factor should be (f1 - f2)(f2 - f3)(f3 - f1), and this leads to the determinant equation:

Determinant Equation 5

You can see from the x- and y-elements of each row that the three scales lie on exactly the same curve, although if the functions are not identical the scale divisions will be different.

So let’s see, we can rewrite the tangent addition formula as f1f2f3 – (f1 + f2 + f3) = 0 for f1 = tan a, f2 = tan b and f3 = -tan(a+b). Matching terms with the general form above, we find that A = 0, B = -1 and C = 0, so the determinant equation is:

Determinant Equation 7

Now we can add the first column to the third, divide by the second column, and shift the first column to the third column to get this into standard nomographic form:

Determinant Equation 6

For f1 = tan a, the scale curve is given as x = tan a, y = tan a / (tan2(a) + 1) and the same for f2 = tan b and f3 = tan(a+b) and we have this remarkable nomogram below for tangent addition, which Clark termed the acnodal form:

 Acnodal Nomogram for Tangent Addition

In fact, the general equation form breaks into three distinct nomographic curve types that cannot be transformed into each other, represented by the following forms:

f1f2f3 = 1 (crunodal form)
1/f1 + 1/f2 + 1/f3 = 0 (cuspidal form)
f1f2f3 – (f1 + f2 + f3) = 0 (acnodal form)

We have just seen the general acnodal form in our tangent addition nomogram. You may have seen the crunodal form below in my other essays or nomography calendar. This curve is also known as the folium of Descartes. The equation  f1f2f3 = 1 corresponds to A=0, B=0 and C=-1 in Clark’s general equation (1) given above:

Crunodal Nomogram

The cuspidal form is used for the harmonic relation, which can represent, for example, the focal length of two lenses in series or the equivalent resistance of two resistors in parallel: 1/f3 = 1/f1 + 1/f2. This can be written as  1/f1 + 1/f2 + 1/(-f3) = 0 to get it into our form above. It’s not very practical for graphical calculation as you can see from the example below of 1/950 + 1/700 = 1/403, but it’s a very interesting nomogram nonetheless. The equation  1/f1 + 1/f2 + 1/f3 corresponds to A=1, B=0 and C=-f1f2f3 in Clark’s general equation (1) given above, because you can rewrite 1/f1 + 1/f2 + 1/f3 as (f1f2f3)-1 (f1f2 + f2f3 + f1f3). With work you can find this determinant equation and its corresponding nomogram:

Cuspidal Nomogram

Actually, it’s possible to find a single curve nomogram for f1 + f2 + f3 = 0 as well, as shown below. Another way of looking at this is that the 3 real roots of a cubic equation ax3+bx2+cx+d = 0 sum to –b/a, so a plot of y = x3 marked with its x-values provides a single scale nomogram for addition:

Cubic Nomogram for Addition

Clark called all of these cubic forms of nomograms because the common curve in each case is given by a third-degree equation.

Evesham concludes his thesis with a discussion of Russian advances in nomography from the 1950s, including the use of oriented transparencies of scales laid across other printed scales as treated by Khovanskii. This type of nomogram can incorporate more variables in a single alignment. He refers to earlier work by Margoulis, and I have Margoulis’ book, Les Abaques à transparent orienté ou tournant, from 1931 that includes extremely interesting nomograms for aeronautics (such as attack angles for helicopters!), and which uses oriented transparencies to solve very complicated equations of several variables.

H.A. Evesham’s thesis weaves together many different threads in the history of nomographic theory. If the presentation above intrigues you, then you will find real treasures in this book. The bibliography in the book is valuable in itself for searching out more details. I enjoyed reading the book immensely. Mr. Evesham does a great service in making these advancements available to those of us today with an interest in the field of graphical calculation. Again, the book can be found here or here.

(I have no financial interest in the book or with Docent Press.)

[Please visit the new home for Dead Reckonings: http://www.deadreckonings.com]

7 Responses to “Book Review: The History and Development of Nomography, by H.A. Evesham”
  1. Frederico Lopes says:

    Thank you for this simply wonderful post. We share a common interest in graphical calculations, but there’s absolutely nothing here in Brazil about that.

    You’re welcome, it was fun to write. I visited your website (thanks for providing the Translate option) and I read some of your material. You obviously do not have the problem I have with reading old mathematics texts in other languages! It seems that people who are interested in graphical calculation live far apart. I correspond with a number of people on this subject by email, and I’ll send you an email as well. Geographically speaking, the only difference between one place and another might be access to libraries with this type of material, but I can certainly share research materials like that. — Ron

  2. Twitter Trackbacks for Dead Reckonings » Book Review: The History and Development of Nomography, by H.A. Evesham [myreckonings.com] on Topsy.com says:

    […] Dead Reckonings » Book Review: The History and Development of Nomography, by H.A. Evesham myreckonings.com/wordpress/2011/02/12/book-review…ory-and-development-of-nomography-by-ha-evesham/ – view page – cached Book Review: The History and Development of Nomography, by H.A. Evesham Tags […]

  3. Jagger says:

    Once again another stellar post on nomography!

    Thanks! I hope to increase the frequency of posts this year, but maybe not their diversity—the next few I see on the horizon are also on graphical calculation. — Ron

  4. Leif Roschier says:

    Thanks Ron for the great post! Have to get a copy of the Evesham thesis.

    Thanks, Leif. The nomograms here demonstrate of the power of your PyNomo software. I’m constantly amazed by the nomograms it produces and the customization it offers. — Ron

  5. Wild About Math bloggers 2/25/11 » Fun Math Blog says:

    […] of nomograms? If not then you’re in for a treat. Ron at Dead Reckonings reviews a new book, The History and Development of Nomography. Ron also has a nice introduction to nomography […]

  6. Luiz Carlos Kretly says:

    Ron,
    excellent post. I am trying to introduce these techniques to electrical engineers undergraduate students.
    best

    Thank you for your comment, Luiz. It’s nice to hear from teachers who are interested in (re-)introducing nomograms to students. I’ve gathered together several articles on the use of nomograms in electrical engineering (well, most of them are standard nomograms, anyway) that you and your students might find interesting. You can download a zip file of them from

    http://www.myreckonings.com/Temp/ElectricalEngineeringNomographyArticles_031612.zip

    Cheers, Ron

  7. mike c. Okereke says:

    Heavy math. I like that